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Microsoft

Set up responsibility centers in Dynamics 365 Business Central

Do you want to know how to configure a decentralized distribution strategy in Business Central? Complete this module to discover how to set up responsibility centers and how you can use them to decentralize purchase management to local warehouses.

Units in this learning path:

• 1 Introduction
• 2 Set Up New Responsibility Center
• 3 Link Responsibility Centers Business Data
• 4 Purchase Items Local Warehouses
• 5 Exercise
• 6 Check
• 7 Summary

Products: Dynamics 365, Dynamics Business Central

Roles: Functional Consultant, Business User

Level: Intermediate

Subjects: Supply Chain Management

Duration: 39 minutes

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Microsoft

Set up returns management in Dynamics 365 Business Central

Do you need to handle sales and purchase returns? In this module, learn how to set up returns management in Dynamics 365 Business Central.

Units in this learning path:

• 1 Sales Return
• 2 Purchase Return
• 3 Reasons
• 4 Check
• 5 Summary

Products: Dynamics 365, Dynamics Business Central

Roles: Functional Consultant, Business User

Level: Intermediate

Subjects: Business Applications

Duration: 26 minutes

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Microsoft

Set up routings in Dynamics 365 Business Central

Learn how to set up routings in Dynamics 365 Business Central.

Units in this learning path:

• Introduction
• Set Capacity
• Capacity Types
• Work Center Groups
• Work Centers
• Machine Centers
• Capacity Constrained
• Create Routing
• Routing Version
• Exercise Calendar
• Exercise Center
• Exercise Routing
• Check
• Summary

Products: Dynamics Business Central

Roles: Business User, Functional Consultant

Level: Intermediate

Subjects: Manufacturing Processes

Duration: 78 minutes

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Microsoft

Set up taxes in Dynamics 365 Finance

Streamline tax management with automated calculations and compliance in Dynamics 365 Finance to enhance efficiency through ledger postings and sales tax configurations.

Units in this learning path:

• Introduction
• Configure Ledger Posting Groups
• Configure Sales Tax Authorities
• Exercise Set Up Sales Tax Authorities
• Configure Sales Tax Settlemen Periods
• Exercise Set Up Sales Tax Settlement Periods
• Create Sales Tax Codes
• Configure Sales Tax Groups Item Tax Groups
• Exercise Set Up Sales Tax Codes Groups
• Check
• Summary

Products: Dynamics 365, Dynamics Finance

Roles: Functional Consultant

Level: Intermediate

Subjects: Finance Accounting

Duration: 72 minutes

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Microsoft

Set up the Shopify connector in Dynamics 365 Business Central

Learn how to create Shopify shops in Business Central and learn about the other setup tasks that are related to the Shopify connector.

Units in this learning path:

• Introduction
• Create Shop
• Locations
• Shipment Methods
• Payment Methods
• Exercise Create Shop
• Exercise Map Locations Payments Shipments
• Check
• Summary

Products: Dynamics 365, Dynamics Business Central

Roles: Business User, Functional Consultant

Level: Intermediate

Subjects: Business Applications

Duration: 49 minutes

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Microsoft

Set up the chart of accounts in Dynamics 365 Business Central

Do you want to know how to set up the chart of accounts in Business Central? This module will focus on managing the chart of accounts. The Chart of Accounts list provides quick access to G/L accounts and balances, and the budgets feature provides a comparison between actual amounts and budgeted amounts by using a combination of G/L accounts, periods, and dimensions.

Units in this learning path:

• 1 General Ledger
• 1a Use Chart Accounts
• 2 Categories
• 3 Maintain
• Review
• 4 Check
• 5 Summary

Products: Dynamics 365, Dynamics Business Central

Roles: Functional Consultant, Business User

Level: Intermediate

Subjects: Finance Accounting

Duration: 46 minutes

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Microsoft

Set up the product catalog in Dynamics 365 Sales

Learn how to set up and manage the product catalog in Dynamics 365 Sales, including products, families, bundles, price lists, and catalog settings.

Units in this learning path:

• 1 Product Catalog Overview
• 2 Currencies and Currency Management
• 3 Define Products
• 5 Price Lists
• 6 Configure Product Catalog
• 7 Knowledge Check
• 8 Summary

Products: Dynamics 365, Dynamics Sales

Roles: Functional Consultant

Level: Intermediate

Subjects: Marketing Sales

Duration: 46 minutes

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Microsoft

Set up time sheets in Dynamics 365 Business Central

Do you want to know how to handle time registration in Microsoft Dynamics 365 Business Central? If so, this module explains how to set up time sheets.

Units in this learning path:

• 1 Introduction
• 2 Set Up Timesheet Administrator
• 3 Enable Timesheets for Resources
• 4 Create Timesheets
• 4a Use Assisted Setup
• 5 Exercise
• 6 Check
• 7 Summary

Products: Dynamics 365, Dynamics Business Central

Roles: Functional Consultant, Business User

Level: Intermediate

Subjects: Finance Accounting

Duration: 36 minutes

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Microsoft

Set up unified routing in Dynamics 365 Customer Service

Build the foundation for reliable record routing by configuring representatives, presence, capacity, queues, workstreams, and intake rules in Dynamics 365 Customer Service.

Units in this learning path:

• Introduction
• Basic Routing
• Provision Unified Routing
• User Configuration
• Configure Queues
• Configure Workstreams
• Check
• Summary

Products: Dynamics 365, Dynamics Customer Service

Roles: Business User, Functional Consultant

Level: Intermediate

Duration: 47 minutes

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Microsoft

Set up virtual entities in finance and operations apps

gear-duotone-light-full Software Development
Unlock the full potential of Microsoft Power Platform with virtual entities, a low-code/no-code approach for finance and operations apps.

Units in this learning path:

• Introduction
• Virtual Entities
• Entity Modeling
• Installation Setup
• Check
• Summary

Products: Dynamics 365, Dynamics Finance

Roles: Solution Architect, Administrator

Level: Intermediate

Subjects: Cross Development, Architecture, Data Management

Duration: 36 minutes

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Microsoft

Set up warehouse management in Microsoft Dynamics 365 Business Central

Are you using or planning to use the warehouse management systems in Business Central? If you are, this learning path will help you understand the basic processes of warehouse management in Business Central.

Modules in this learning path:

• Get Started Warehouse Management
• Set Up Zones Bins
• Create New Bins
• Put Away Templates
• Configure Bins Location
• Prepare Item Tracking

Products: Dynamics 365, Dynamics Business Central

Roles: Functional Consultant, Business User

Level: Intermediate

Subjects: Business Applications

Duration: 167 minutes

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Microsoft

Set up warehouse tasks in Microsoft Dynamics 365 Business Central

Some warehouse tasks are available to manage inventory even if you don't use the full Warehouse Management functionality in Business Central. This path focuses on this basic functionality.

Modules in this learning path:

• Set Up Basic Warehouse Tasks
• Receive Put Away Items
• Manage Internal Warehouse Processes
• Pick Ship Items

Products: Dynamics 365, Dynamics Business Central

Roles: Functional Consultant, Business User

Level: Intermediate

Subjects: Business Applications

Duration: 254 minutes

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